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Mount Yale Investment Advisors’s Janus Henderson Short Duration Income ETF VNLA Stock Holding History

Mount Yale Investment Advisors’s Portfolio VNLA Stock Details VNLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10
Closed -$1K – 774
2018
Q3 		$1K Hold
10
– – ﹤0.01% 923
2018
Q2 		$1K Hold
10
– – ﹤0.01% 940
2018
Q1 		$1K Buy
+10
New +$501 ﹤0.01% 932

Other funds holding VNLA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Mount Yale Investment Advisors's VNLA Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Janus Henderson Short Duration Income ETF (VNLA) in Q4 2018, closing a stake of 10 shares — an estimated $1K sold.

Mount Yale Investment Advisors first reported a position in VNLA in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 62 funds tracked by Wall St. Rank hold VNLA as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Janus Henderson Short Duration Income ETF position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 10 Janus Henderson Short Duration Income ETF shares in Q4 2018, an estimated $1K.
  • Mount Yale Investment Advisors first reported a position in Janus Henderson Short Duration Income ETF in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Janus Henderson Short Duration Income ETF position peaked at $1K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Janus Henderson Short Duration Income ETF as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.